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BARRETT WEALTH MANAGEMENT
BARRETT CAPITAL MANAGEMENT, INC.
CRD 125550
70 LINDEN OAKS, 3RD FLOOR, ROCHESTER, NY, 14625, United States
Phone
585-383-5555
Fax
800-959-5307
Registration
— (—)
Source
State registered
Total AUM
$21.8M
Discretionary AUM
$21.8M
Team
1 total employees; 1 advisory reps; 81 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $0 |
| High net worth individuals | 10 | $21.4M |
| Pension/profit sharing plans | 9 | $0 |
All web addresses on file
Official SEC filing: View on IAPD